Top 9 advisors in Lancaster
We’ve curated a list of the best financial advisors in Lancaster, take a look at it below
Find an advisor in Lancaster| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,313,747,972 | 23 advisors | ||
| 2 | $649,375,833 | 37 advisors | ||
| 3 | $611,216,570 | 8 advisors | ||
| 4 | $481,551,004 | 5 advisors | ||
| 5 | $118,778,400 | 1 advisors | ||
| 6 | $107,909,674 | 8 advisors | ||
| 7 | $96,075,435 | 2 advisors | ||
| 8 | $51,310,088 | 4 advisors | ||
| 9 | $38,343,159 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Lancaster, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lancaster. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Domani Wealth, LLC
Assets under management
$1,313,747,972
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Faithward Advisors, LLC
Assets under management
$649,375,833
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Consulting Services
3. Faithward Capital
Assets under management
$611,216,570
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Atwater Malick
Assets under management
$481,551,004
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Adare Asset Management, LLC
Assets under management
$118,778,400
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
6. Hershey Financial Advisers, LLC
Assets under management
$107,909,674
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Omicron Advisors, LLC
Assets under management
$96,075,435
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Kornfield Investment Management
Assets under management
$51,310,088
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
9. Eagle Rock Financial Advisers, Ltd.
Assets under management
$38,343,159
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.